Jake Tamagni Email and Phone Number
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Jake Tamagni personal email
Jake Tamagni is a Marketing, Finance, and Relationship Specialist at Tamagni Wealth Advisors.
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Marketing, Sales, And Analyst ManagerTamagni Wealth Advisors Sep 2023 - PresentMilford, Massachusetts, United States• Handled all aspects of marketing including social media, print and website content while working directly with compliance and sensitive content.• Maintained, analyzed and improved processes and communication between team members amid fact-finding the client meeting prep to ensure efficiency and accountability along with providing direct customer support and problem-solving techniques.• Helped develop and proofread content, design and layout of documents and newsletters for clients and professional partners, while attracting new potential clients of all ages.
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Book SellerI Am Books Sep 2024 - PresentBoston, Massachusetts, United States• Deliver exceptional customer service by recommending books tailored to reader preference, manage inventory through shelving and restocking, aid marketing efforts on social media and newsletters, and support store events like author visits to promote literary engagement and drive sales. -
Customer Relationship AdvocateFidelity Investments Apr 2022 - Aug 2023Smithfield, Rhode Island, United States• Accurately and consistently executed trades of securities and transfers of funds utilizing Fidelity’s proven successful processes and resources to enhance client experiences nationally and globally.• Applied strong relationship building, communication and overall customer service skills to aid and guide clients successfully through a wide variety of needs.• Demonstrated high attention to detail when performing multiple tasks in client accounts efficiently while being mindful of confidential material and constantly acquiring knowledge and improving methods. -
Customer Support CoordinatorMathworks Dec 2019 - Mar 2022• Enhanced verbal and written communication skills by aiding real-time external and internal requests via SalesForce and Microsoft Suite including Teams/Outlook/Word/Excel.• Improved problem solving, multitasking and organizational abilities through phone-based work and managing multiple roles and tasks in my department.• Strengthened independent working by organization and mastering job knowledge allowing me to educate and improve the independent skills of my team. -
Research Intern4Media Group Jan 2018 - Apr 2018London, United KingdomAnalyzed data and wrote executive summaries for clients based on said data and research, enhanced communication and creative skills through client meetings and brainstorms, and improved multitasking, productiveness, and prioritizing methods.
Jake Tamagni Education Details
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Communication, General
Frequently Asked Questions about Jake Tamagni
What company does Jake Tamagni work for?
Jake Tamagni works for Tamagni Wealth Advisors
What is Jake Tamagni's role at the current company?
Jake Tamagni's current role is Marketing, Finance, and Relationship Specialist.
What is Jake Tamagni's email address?
Jake Tamagni's email address is jt****@****rks.com
What schools did Jake Tamagni attend?
Jake Tamagni attended Fairfield University.
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